Tag: 401k

Is Your 401(k) Failing You?
Many have heard the advice to max out your 401(k). But is that advice all it’s cracked up to be? While there is merit to setting a savings goal on a bi-weekly basis and automating that decision to invest in your future, is a 401(k) the best investment vehicle to use?

Benefits of Rolling Over Your 401(K) to an IRA
One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations.


On Tithing and Retirement Income Planning
People of many faiths choose to tithe for various reasons. If you contribute to your place of worship in this way, it may be worthwhile to consult a financial advisor to see how it fits with your retirement plan.


Does it Make Sense to Buy Company Stock as Part of your 401(k) Plan?
Buying company stock as part of your 401(k) plan may be beneficial from a tax perspective. Wealth strategy associate Alexander Strauss explains this tax strategy.


Retirement Savings Basics
Do you have questions about making the most of your employer-sponsored retirement savings plan? Financial advisor Will Gunlicks explains several important decisions you’ll need to make when you set up your account.


Benefits of Lump-Sum Pension Options
As more employers shift from pensions to 401(k) plans, more employees will need to figure out how to handle their options. Financial advisor Chris Ruedi discusses some of the benefits of lump-sum pension options.


What to Consider Before Tapping Into Your 401(K) Under the CARES Act
The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those in need, but it still may be difficult to know if it is the right choice for you.



Small Business Owners: Do You Know Your Retirement Plan Options?
Why should employers care about having a retirement plan as a part of their benefits package? Two answers and several options.